Strs Ohio Has $1 Million Position in CLEAR Secure, Inc. $YOU

Key Points

• Strs Ohio boosted its stake in CLEAR Secure (NYSE:YOU) by 1,687.5% in Q4 to 28,600 shares valued at $1.003 million, and overall institutional ownership stands at 73.8% with major holders like Durable Capital owning 7.49M shares.
• CLEAR beat Q1 expectations with EPS $0.38 vs. $0.35 and revenue $253M (+19.7% YoY), raised Q2 revenue guidance to $268–271M and full‑year free cash flow to ≥$465M, while declaring a $0.15 quarterly dividend amid strong membership and bookings growth.
• Insiders have sold a total of 97,488 shares (~$4.58M) in the last 90 days (including President Michael Barkin and Director Adam Wiener), though corporate insiders still hold about 39.73% of the company.

Strs Ohio grew its stake in CLEAR Secure, Inc. (NYSE:YOU - Free Report) by 1,687.5% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 28,600 shares of the company's stock after acquiring an additional 27,000 shares during the quarter. Strs Ohio's holdings in CLEAR Secure were worth $1,003,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of YOU. Durable Capital Partners LP increased its stake in CLEAR Secure by 153.1% in the second quarter. Durable Capital Partners LP now owns 7,490,351 shares of the company's stock valued at $207,932,000 after purchasing an additional 4,531,161 shares in the last quarter. Jacobs Levy Equity Management Inc. boosted its position in shares of CLEAR Secure by 6,038.7% during the third quarter. Jacobs Levy Equity Management Inc. now owns 1,463,717 shares of the company's stock worth $48,859,000 after purchasing an additional 1,439,873 shares in the last quarter. Squarepoint Ops LLC boosted its position in shares of CLEAR Secure by 4,573.0% during the second quarter. Squarepoint Ops LLC now owns 929,033 shares of the company's stock worth $25,790,000 after purchasing an additional 909,152 shares in the last quarter. Goldman Sachs Group Inc. grew its holdings in shares of CLEAR Secure by 35.7% in the 1st quarter. Goldman Sachs Group Inc. now owns 1,633,346 shares of the company's stock valued at $42,320,000 after buying an additional 430,035 shares during the period. Finally, BNP Paribas Financial Markets increased its position in shares of CLEAR Secure by 336.0% in the 3rd quarter. BNP Paribas Financial Markets now owns 533,447 shares of the company's stock valued at $17,806,000 after buying an additional 411,093 shares in the last quarter. 73.80% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at CLEAR Secure

In other CLEAR Secure news, President Michael Z. Barkin sold 22,885 shares of the business's stock in a transaction that occurred on Sunday, March 1st. The stock was sold at an average price of $48.22, for a total value of $1,103,514.70. Following the sale, the president owned 5,669 shares in the company, valued at approximately $273,359.18. The trade was a 80.15% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Adam Wiener sold 18,000 shares of the company's stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $43.07, for a total value of $775,260.00. Following the transaction, the director directly owned 147,634 shares of the company's stock, valued at approximately $6,358,596.38. This trade represents a 10.87% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 97,488 shares of company stock valued at $4,579,078 in the last ninety days. Corporate insiders own 39.73% of the company's stock.

CLEAR Secure News Roundup

Here are the key news stories impacting CLEAR Secure this week:

• Positive Sentiment: Q1 results beat expectations: EPS $0.38 vs. $0.35 est., revenue $253.0M (+19.7% YoY) and expanded margins (operating income $62M; adjusted EBITDA margin 31.9%). This is the primary catalyst for the rally. PR Newswire: Q1 Results
• Positive Sentiment: Company raised guidance: Q2 revenue $268–271M (above consensus ~$256.9M) and increased full‑year free cash flow guidance from ≥$440M to ≥$465M — signaling stronger cash generation ahead. Guidance Details
• Positive Sentiment: Operational momentum: Total CLEAR members 41.0M (+31.3% YoY), Active CLEAR+ members 8.2M (+13%), total bookings $291.7M (+40.8% YoY), and strong growth in CLEAR1 and eGates rollout — supports revenue durability and upside to long‑term monetization. Operational Metrics
• Positive Sentiment: Capital returns and dividend: Board declared a $0.15 quarterly cash dividend (payable June 24, record June 10) and returned ~$56.4M in the quarter via dividends, distributions and repurchases — a shareholder‑friendly sign. Dividend & Capital Allocation
• Positive Sentiment: Analyst upgrade / price target lift: Needham raised its price target from $60 to $70 and maintains a Buy, adding third‑party validation of the company’s outlook. Benzinga: Needham Raise
• Neutral Sentiment: Earnings call transcript and continued coverage are available for deeper detail on product rollouts, CLEAR+ dynamics and margin drivers; review the transcript for management color. Earnings Call Transcript
• Neutral Sentiment: Broker and media writeups (Zacks, Yahoo, MarketBeat) echo the beat and guidance; they provide quick takes but no new material disclosures. Zacks Coverage

Wall Street Analysts Forecast Growth

Several analysts recently commented on the company. Weiss Ratings reaffirmed a "hold (c+)" rating on shares of CLEAR Secure in a research note on Friday, May 1st. Stifel Nicolaus boosted their target price on CLEAR Secure from $38.00 to $51.00 and gave the company a "hold" rating in a research note on Thursday, February 26th. Wells Fargo & Company increased their price target on CLEAR Secure from $29.00 to $33.00 and gave the stock an "underweight" rating in a report on Thursday, February 26th. Telsey Advisory Group raised their price target on CLEAR Secure from $55.00 to $62.00 and gave the stock an "outperform" rating in a research report on Wednesday, April 29th. Finally, JPMorgan Chase & Co. lifted their price objective on CLEAR Secure from $42.00 to $47.00 and gave the company an "overweight" rating in a report on Thursday, February 26th. One investment analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, CLEAR Secure has a consensus rating of "Moderate Buy" and a consensus target price of $55.57.

CLEAR Secure Stock Up 3.0%

Shares of NYSE:YOU opened at $60.54 on Thursday. The firm has a market cap of $8.07 billion, a price-to-earnings ratio of 54.05 and a beta of 1.09. CLEAR Secure, Inc. has a 12 month low of $23.88 and a 12 month high of $61.28. The company's fifty day simple moving average is $50.22 and its 200 day simple moving average is $40.00.

CLEAR Secure (NYSE:YOU - Get Free Report) last announced its earnings results on Wednesday, May 6th. The company reported $0.38 earnings per share for the quarter, topping analysts' consensus estimates of $0.35 by $0.03. The firm had revenue of $253.00 million during the quarter, compared to analyst estimates of $244.38 million. CLEAR Secure had a net margin of 12.12% and a return on equity of 70.08%. The company's revenue for the quarter was up 19.7% compared to the same quarter last year. During the same period in the prior year, the business earned $0.26 EPS. Research analysts expect that CLEAR Secure, Inc. will post 1.62 earnings per share for the current fiscal year.

CLEAR Secure Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 24th. Stockholders of record on Wednesday, June 10th will be given a dividend of $0.15 per share. This represents a $0.60 annualized dividend and a dividend yield of 1.0%. The ex-dividend date of this dividend is Wednesday, June 10th. CLEAR Secure's dividend payout ratio is currently 53.57%.

About CLEAR Secure

CLEAR Secure, Inc operates a biometric identity platform designed to expedite identity verification for air travelers and venue guests. The company’s core offering is the CLEAR membership service, which uses fingerprint and iris scans to confirm a member’s identity and provide access to dedicated security lanes at participating airports. Members link government-issued IDs and personal biometric data via the CLEAR app, enabling faster processing through Transportation Security Administration (TSA) checkpoints and select event entrances.

Founded in 2010 by Caryn Seidman‐Becker and Ken Cornick, CLEAR is headquartered in New York City.

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